April is Financial Literacy Month — a timely reminder that knowledge builds confidence, and confidence builds action. For clients, financial literacy provides clarity in moments that matter most. For agents, it creates meaningful opportunities to educate, guide, and uncover needs that may have gone unaddressed. When we lead with education, conversations feel less like sales and more like service — and that’s when real doors begin to open.
Set up a workshop series to educate your clients and prospects
Use these ToolKits to set up a 5 part series to educate your clients and prospects on the importance of financial literacy. In these toolkits you will be provided with the step-by-step instructions to set up your workshop series. Included are email templates and PowerPoint Presentations that are ready to use!
You will find everything you need to build your audience, invite attendees, make your presentation(s) and follow-up after the presentation(s) has been made.
Email templates, flyers, videos and more!
Use these resources to send to your clients or share with them in your next client conversation.
FIT…Financially Independent for Tomorrow eKit
What’s in this eKit? Prospecting email templates, flyers, presentations and social media posts!
Marketing Hub- Financial Literacy Resources
What’s on this page? Dollars & $ense video series and workbook series
Get trained
To educate clients and prospects you first have to educate yourself. Elevate your skills by joining our monthly training webinars
Amplify Your Impact With Micro-Education using Social Media
Education doesn’t only happen in meetings. Consider using April to post simple, digestible insights on social media:
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“Financial Tip Tuesday”
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60-second explainer videos
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Polls (“Do you know who your beneficiaries are?”)
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Myth-busting posts about life insurance or retirement
When you educate publicly you build authority, reinforce credibility, and attract inbound conversations.
Use NLG’s social posts that are ready for you to share. We have created ‘Annual Campaigns’ which include Financial Literacy Month social posts that you can use. Click below to get the latest social posts to share with your clients:
Conversation Starters You Can Use This Month
If you're unsure how to begin, here are a few low pressure openers.
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“What financial topic do you wish someone had explained better earlier in your life?”
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“When was the last time you reviewed your beneficiary designations?”
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“If something happened tomorrow, would your family know what to do financially?”
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“Do you feel confident your current coverage matches your current life stage?”
These questions invite dialogue — not defensiveness.
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